Onsite campaign set-up
Setup Your Campaign
The Setup Your Campaign page defines the basic details required to create and organize an onsite campaign before it goes live.
Campaign Name
Enter a descriptive name to help identify and manage your campaign easily within the platform.
Target Platforms
Select where your onsite campaign will appear:
Web-Mobile – Displays the campaign on mobile web browsers.
Web – Displays the campaign on desktop browsers.
You can select either or both based on where you want users to see the campaign.
Campaign Description
Add a short description summarizing the campaign’s purpose. This helps teams understand its goal and reference it easily during reporting or analysis.
Campaign Tag
Use internal tags to organize and filter campaigns by category, type, or project. Tags are optional but useful for campaign management and reporting.
Campaign Priority
Defines which campaign should display when multiple campaigns are eligible for the same visitor or page placement.
Priority levels control visibility as follows:
Critical: Always takes precedence over all other campaigns.
High: Shown if no Critical campaign is active.
Moderate: Standard priority for most campaigns.
Low: Displayed only when higher-priority campaigns are not eligible.
This ensures that the most important messages are shown first and user experience remains consistent.
Campaign Start Date
Specify when the campaign should begin:
Now: Activates immediately after setup.
Later: Schedule for a specific future date and time.
End Date
Determine when the campaign should stop running:
Never: Runs continuously until manually paused.
Until: Ends automatically on the selected date.
Pick the Template
The Pick the Template page allows you to choose the layout and design type for your onsite campaign. A template defines the structure, interaction style, and objective of the message shown to users.
Template Selection
You must select one template before proceeding to campaign creation. Each template type is designed for a specific user experience and campaign goal.
Available template types:
1. Basic
A simple content layout used for straightforward messages such as announcements, promotions, banners, or static information displays.
2. Interstitial
A full-screen or large overlay format used to capture maximum attention. Commonly used for high-impact offers, alerts, or blocking actions requiring user acknowledgment.
3. Leadgen
A form-based template designed to collect user information such as name, phone number, email, preferences, etc. Useful for capturing leads or user intent.
4. Rating
A feedback-oriented template focused on gathering user ratings or quick opinions. This format is used to collect customer satisfaction scores, product feedback, or experience reviews.
Filtering Templates
You can apply filters using the Add Filter option to narrow down templates based on type, category, or other attributes. This helps locate the desired design quickly when multiple custom templates exist.
Onsite Campaign Editor
Onsite Campaign Editor – Design & Styling GuideAfter selecting a template, the Onsite Campaign Editor opens to customize the content and appearance of your onsite message. This page consists of two tabs: Content and Style, along with preview and editing controls.
Content Tab
Used to configure the text and interactive elements inside your template. Users can:
Edit title, subtitle, and text fields
Enable or disable buttons
Add button text and destination URL
Adjust button size and alignment
Upload template images (PNG/JPEG)
Customize button styles
Style Tab
Used to define the layout and visual design of the campaign. Users can:
Select display position (e.g., top-right, center)
Set dimensions (height/width)
Adjust padding, margins, and border-radius
Enable or disable box shadow
Upload background images (PNG/JPEG)
Editor Controls
Located at the top-right:
Delete Icon: Returns to the template selection page. Use if you want to choose a different template type.
Reset: Restores the template to default settings. This clears all custom styling and content edits.
Preview Mode: Switch between Web and Web-Mobile previews depending on the platforms selected during setup.
Platform Preview
Preview buttons allow switching between desktop and mobile web view to ensure the campaign displays correctly on all selected platforms.
Audience & Schedule
The Audience & Schedule page controls who should see your onsite campaign, when it should appear, and how often it should be shown. These settings directly impact how your campaign performs and who interacts with it.
1. Choose Your Audience
Onsite campaigns are displayed to all fans. Targeting by individual users or segments is not applicable for onsite campaigns.
The campaign will display to every visitor on the selected pages and platform(s).
2. Trigger Criteria
Define the condition that triggers your campaign message.
The campaign triggers as soon as a page loads.
The campaign triggers when the user is about to close the tab or leave the page (mostly desktop).
Example Use Case: Show a survey or coupon only when the user is about to exit the website.
3. Trigger Time
Controls when the campaign appears after the chosen trigger criteria.
Shows the campaign right away.
Shows the campaign after a set number of seconds. Example: Show after 5 seconds.
Shows the campaign only after a user scrolls a certain percentage of the page. Example: Trigger after user scrolls 30% of the page.
Tip: Using delay or scroll helps avoid disturbing users instantly and improves engagement.
4. Select the Pages
Choose where the campaign should appear.
The campaign appears across the entire website.
Campaign appears only on selected pages. Page Match Conditions:
Equals – Exact URL must match.
Does Not Equal – Show everywhere except a specific page.
Contains – URL contains a specific keyword (e.g., /product/).
Does Not Contain – Exclude URLs containing a keyword.
Examples: Show rating popup only on checkout page → Equals /checkout Show discount banner on all product pages → Contains /product/ Do not show popup on homepage → Does Not Equal /home
5. Delivery Controls
Manage how frequently the campaign appears to each user.
Limits how many times a user should see the campaign. Example: Show a lead form only once per user.
Closes the campaign automatically after the set time. Example: Auto-close coupon popup after 8 seconds.
Why This Page Is Important
This page decides who sees your campaign, when they see it, and how often. Good targeting and triggers lead to higher engagement and better user experience. Bad setup may annoy users or lose valuable conversion opportunities.
Review Your Campaign
This provides a final summary of all campaign settings before publishing. It shows the selected template, design, priority, trigger rules, and page visibility. Use this step to verify that the content, behavior, and delivery settings are correct.
Users can:
Preview how the campaign will appear to visitors.
Check setup details such as priority, platforms, and template type.
Confirm trigger and scheduling rules, including page targeting and frequency limits.
Go back to any step to make changes using Return to this step.
Once everything is verified, select Publish to activate the campaign.
View Your Onsite Campaigns
You will see a list of all the onsite campaigns you have created. Each campaign shows its current status based on configuration, execution, and visibility on the website.
Completed: The campaign has finished showing to its audience or has reached its display limit. It is no longer active, but can still be reviewed or duplicated.
Running: The campaign is currently active and visible to users based on the defined conditions such as page targeting, triggers, and delivery controls.
Draft: A Draft Campaign is an unpublished campaign that has not been made live yet. It can be edited, previewed, and configured further before activation.
Suspended: A scheduled campaign that has not yet started can be suspended before it goes live. Once suspended, it will not run until manually activated again.
Stopped: A campaign that has been manually stopped while active. Stopped campaigns remain available for review and can be duplicated if needed.
Advanced Options
On the right-hand side, an Options Button provides additional actions for every onsite campaign:
Duplicate Campaign: Create a copy of the campaign to reuse its design and targeting configuration.
Edit: Modify the campaign content, targeting rules, triggers, or settings before (or after) activation.
Archive: Move the campaign to the archive to declutter your active list while keeping historical records.
View Report: Access detailed performance metrics such as views, clicks, dismissals, and responses.
Preview: See how the onsite notification will appear across platforms (Web/Desktop, Web Mobile).
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